Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

HubSpot CRM
Trigger: Watch Companies
IC Project
Action: Select an action
1. Select a trigger
  • Triggers when a new company is created.

  • Triggers when a contact is created, deleted, merged, restored, association changed, or deleted for privacy.

  • Triggers when a new contact is created.

  • Triggers when a new contact is added to a list (only for users with the paid Marketing account). This module will be deprecated on September 30th 2025.

  • Triggers when a CRM object is created/updated.

  • Triggers when a new deal is created.

  • Triggers when a new engagement is created in a portal. This endpoint will only return records created in the last 30 days, or the 10k most recently created records.

  • Triggers when a new file is stored in file manager.

  • Triggers when a new member is added to selected list.

  • Triggers when a new notification about changes is sent. This module can be used only with a developer connection where your user identifier, your Hubspot API Key, your Client ID, and Client Secret are filled in advanced parameters. You can have only one webhook URL per developer application. You can create more subscriptions for this one webhook.

  • Triggers when data is submitted from a given form.

  • Triggers when a new email timeline subscription added for the portal.

  • Triggers when a new ticket is created.

2. Select an action
  • Recursive assign users to task

  • Create a board resource

  • Create a checklist for task

  • Create a checklist item

  • Create a contact person resource

  • Creates a contractor resource

  • Create a cost resource

  • Creates a note resource

  • Create a custom field value

  • Creates a department resource

  • Creates a job position resource

  • Create a location resource

  • Creates a project resource

  • Create a reported time resource

  • Create a stage resource

  • Create a task resource

  • Create a new comment for task

  • Creates a tax rate resource

  • Create a ticket resource

  • Create a ticket message resource

  • Creates a ToDo resource

  • Create a user resource

  • Performs an arbitrary authorized API call.

  • Change column for task

  • Reads a contractor

  • Retrieve a finance dashboard for project

  • Dedicated action for reading columns and tasks on the kanban board

  • Retrieves a project resource

  • Retrieves a stage resource

  • Retrieves a task resource

  • Retrieves a user resource

  • Update a board resource

  • Updates a contractor

  • Updates the cost resource

  • Update a cost resource

  • Replaces the Note resource

  • Replaces the department resource

  • Replaces the job position resource

  • Updates the project resource

  • Update a reported time resource

  • Updates the stage resource

  • Update a task resource

  • Replaces the tax rate resource.

  • Updates the ToDoItem resource

  • Updates the user resource

  • Upload a project file

Select a trigger and an action

Create workflow (opens in a new tab)